+248.6%
ADI vs LCID
-95.4%
+344.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LCID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.4% |
| 7D | +0.4% | -6.6% | +7.0% | +1.1% |
| 30D | -3.8% | -30.1% | +26.4% | -0.5% |
| 3M | -15.3% | -17.6% | +2.4% | -15.1% |
| 6M | +6.7% | -54.4% | +61.1% | +12.9% |
| YTD | +34.8% | -55.7% | +90.5% | +42.2% |
| 1Y | +49.0% | -71.0% | +120.1% | +63.8% |
| 3Y | +108.1% | -92.6% | +200.7% | +149.6% |
| 5Y | +142.4% | -97.6% | +240.0% | +212.7% |
| All | +248.6% | -95.4% | +344.1% | +365.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LCID.
Daily Out/Under-Performance
Portfolio return minus LCID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LCID return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded LCID wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling